AGAM
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Avalon Global Asset Management’s Cloudflare NET Stock Holding History

Avalon Global Asset Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-65,000
Closed -$2.84M – 38
2022
Q2 		$2.84M Buy
+65,000
New +$4.68M 0.86% 32

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avalon Global Asset Management's NET Position: Q1 2026 in Review

Avalon Global Asset Management increased its Cloudflare (NET) stake by 6.6% in Q1 2026, buying an estimated $953K and bringing the position to 80,400 shares worth $16.6M. The position accounts for 2.29% of the portfolio, ranked #17.

Avalon Global Asset Management first reported a position in NET in Q1 2022 and has held it in 16 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • Avalon Global Asset Management held 80,400 shares of Cloudflare worth $16.6M as of Q1 2026.
  • Avalon Global Asset Management bought 5,000 Cloudflare shares in Q1 2026, an estimated $953K.
  • Cloudflare made up 2.29% of Avalon Global Asset Management's portfolio in Q1 2026, its #17 holding.
  • Avalon Global Asset Management first reported a position in Cloudflare in Q1 2022 and has held it in 16 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Avalon Global Asset Management's 13F filing for Q1 2026, filed 14 May 2026.